Investment Planning Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Investment Planning Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	11,549 -913	-7%	-$23.3K	0.07%	99
2026 Q1	$319K	Sell	12,462 -466	-4%	-$12K	0.09%	83
2025 Q4	$333K	Buy	12,928 +1,136	+10%	+$29.4K	0.1%	72
2025 Q3	$305K	Buy	11,792 +412	+4%	+$10.5K	0.1%	72
2025 Q2	$291K	Buy	+11,380	New	+$288K	0.1%	65
2025 Q1	–	Sell	-10,026	Closed	-$251K	–	73
2024 Q4	$251K	Sell	10,026 -298,067	-97%	-$7.58M	0.11%	58
2024 Q3	$7.73M	Hold	308,093	–	–	3.94%	9
2024 Q2	$7.73M	Buy	+308,093	New	+$7.68M	3.94%	9

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Investment Planning Advisors's SPAB Position: Q2 2026 in Review

Investment Planning Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.3% in Q2 2026, selling an estimated $23.3K and leaving 11,549 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #99.

Investment Planning Advisors first reported a position in SPAB in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.73M in Q3 2024. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Investment Planning Advisors held 11,549 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $295K as of Q2 2026.
Investment Planning Advisors sold 913 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $23.3K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #99 holding.
Investment Planning Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.73M in Q3 2024.
542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.